My philosophy focuses on maintaining a long-term trusted relationship with our clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. We offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. This explains why many of our clients come from personal recommendations.
We have over 50 years experience in this field, specialising in the “Wheel of Services” that St. James's Place Wealth Management offer, namely:-
- Building and Preserving Wealth
- Managing Cash and Borrowings
- Personal Protection against sickness and/or death
- Retirement Planning
- Corporate Planning
- Will writing* and estate Planning
- Pre & post retirement planning
- Inheritance Tax Planning
- Tax & Estate planning
- Investment planning
- Intergenerational planning
*Please note that this involves the referral to a service that is separate and distinct service to those offered by St. James's Place and that Wills are not regulated by the Financial Conduct Authority.